Strategic FP&A Leader for Growth & AI-Powered Insights

Avidxchange, Inc.; Charlotte (NC); Hybrid; USD 180,000 - 300,000; Full time

Benefits offered by this job

PTO 18 days

Holidays 11

Volunteer Time Off

HDHP option

Life Insurance

Disability Insurance

EAP

Job summary

AvidXchange in Charlotte, NC seeks a visionary Vice President of Financial Planning & Analysis to steer budgeting, forecasting, and long-range planning while collaborating with senior leaders to align financial and strategic goals.

You will build and present executive-ready analyses, mentor the FP&A team, and drive data-driven decision making. This role demands 12+ years of progressive FP&A experience, strong modeling, and the ability to influence across the organization.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
• 12+ years of progressive FP&A or related experience including budgeting, forecasting, and executive reporting.
• Strong financial modeling skills including three-statement modeling.
• Experience in a private equity-backed company; tech/SaaS/fintech is a plus.
• Strategic finance partner to executives and cross-functional leaders.

Responsibilities

• Lead budgeting, forecasting, and long-range planning to support business goals.
• Prepare executive-ready financial materials and forecasts for the Executive Team and Board.
• Lead financial modeling and business case analysis for growth initiatives and capital allocation.
• Communicate financial trends and forecast performance with FP&A teams and business leaders.
• Partner with leaders to improve financial performance through revenue growth and efficiency.
• Lead FP&A team through AI transformation and improve insights.
• Modernize FP&A processes, data infrastructure, and planning tools.
• Drive forecasting accuracy and data quality across FP&A.
• Develop and coach the FP&A organization with a culture of accountability.

Skills

Financial modeling

Executive communication

Cross-functional partnership

Strategic finance

Leadership

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or advanced degree

Tools

ERP systems

BI tools

Job description

Vice President of Financial Planning & Analysis

Charlotte, North Carolina, United States

Job Overview

The Vice President of FP&A will play a critical role in shaping the financial strategy and decision-making at AvidXchange. This position leads financial planning, analysis, and reporting while partnering closely with senior leadership. The VP of FP&A connects operational and strategic initiatives to the financial forecast, supports business decision-making through actionable insights, and ensures alignment across functional areas. Leading a high-performing FP&A team, this role combines strategic vision with hands-on execution to drive company growth and enhance organizational performance.

What You’ll Do

• Lead the company’s budgeting, forecasting, and long-range planning processes to support business goals.
• Prepare and present timely, decision-ready financial materials, forecasts, and performance narratives for the Executive Team and Board of Directors.
• Lead financial modeling and business case analysis to support growth initiatives, operational improvements, and capital allocation decisions.
• Collaborate with FP&A teams and business leaders to communicate financial trends, forecast performance, and recommend course corrections.
• Partner with executive leaders to improve financial performance through revenue growth, profitability improvements, capital planning, and operational efficiency.
• Lead the FP&A team through AI transformation, creating efficiency on the team while enhancing business insights.
• Modernize FP&A processes, data infrastructure, planning tools, and business intelligence capabilities to improve accuracy, speed, scalability, and self-service insights.
• Drive forecasting accuracy, data quality, and operational excellence across FP&A through clear standards, repeatable processes, and continuous improvement.
• Lead, coach, and develop the FP&A organization, building a culture of accountability, business partnership, critical thinking, and high-quality execution.
• Help AvidXchange prepare for and help lead through future sale of the business

What We’re Looking For

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA or advanced degree preferred. Typically requires 12+ years of progressive experience in FP&A, strategic finance, investment banking, private equity, corporate development, or a related field.
• Demonstrated experience leading enterprise budgeting, forecasting, long-range planning, executive reporting, and financial performance management.
• Strong financial modeling skills, including experience building integrated three-statement models.
• Experience in a private equity-backed company preferred. Experience in technology, SaaS, payments, or fintech is a plus.
• Proven ability to serve as a strategic finance partner to executive and cross-functional leaders, connecting operational decisions to financial outcomes.
• Advanced financial modeling skills. Experience with planning, ERP, and business intelligence tools is preferred.
• Exceptional organizational judgment and ability to balance recurring planning cadences with multiple high-priority and ad hoc analyses under tight deadlines.
• Exceptional executive presence and written, verbal, and presentation skills, including experience communicating financial forecasts and recommendations to senior executives and Boards.
• Proven ability to influence decisions, challenge assumptions constructively, and build alignment across all organizational levels.
• High professional integrity, intellectual curiosity, attention to detail, and effectiveness in a fast-paced, dynamic environment.
• Demonstrated success leading and developing high-performing FP&A teams that deliver accurate, timely, and decision-ready financial insights.

About AvidXchange

AvidXchange is a leading provider of accounts payable (“AP”) automation software and payment solutions for middle-market businesses and their suppliers. By trade, we are a technology company, but if you ask anyone who works here, they’ll tell you our people are at the core of who we are. At AvidXchange,mindset is everything. We are Connected as People, Growth Minded, and Customer Obsessed. Thesethree mindsets represent our culture – who weare, who we’ve always been, and they guide usto improve every day.Since our founding in 2000 in Charlotte, NC, we’ve created a company of over 1,300 teammates working across the U.S., or remotely. AvidXchange is proud to be Certified™ as a Great Place to Work ®. The prestigious recognition is based on anonymous data from our teammates and makes official what our teammates have known for years – that AvidXchange is a Great Place to Work®.

Who you are:

• A go-getter with an entrepreneurial mindset – that meansyou arenot afraid of taking risks,winning bigorfacing the unknown.
• Someone who understands that business ispeople centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships.
• Focused onmaking a difference for our customers. AvidXchange exists to help solve complex problems for our customers so we can all realize our potential.

What you’ll get:

AvidXchange teammates (we call them AvidXers) get the perks and prestige of a growing tech company paired with the flexibility of a founder-led startup. We help our AvidXers develop as professionals and as human beings, providing work/life balance, development programs, and competitive benefits. At AvidXchange, we are building more than a tech company – we are building an experience. We remain committed to a culture where you can fully be 'you’ – connected with others, chasing big goals, and making a meaningful impact. If you want to help us grow while realizing your potential and creating stories you’ll tell for years, you’ve come to the right place.

• 18 days PTO*
• 11 Holidays (8companyrecognized & 3floatingholidays)
• 16 hours per year ofpaid Volunteer Time Off (VTO)
• High Deductible Heath Plan Option that has $0 monthly premium for teammate-only coverage
• 100% AvidXchange paid Life Insurance
• 100% AvidXchange paid Long-Term Disability
• 100% AvidXchange paid Short-Term Disability
• Employee Assistance Program (EAP) - Providescounseling services, legal and financial consultations and health advocacy for Teammates and their eligible dependents
• Onsite Health Clinic with Atrium Health - available to Teammates and their eligible dependents
• 401(k) Match: 100% match on the first 3% of your salary, plus 50% match on the next 2%
• Parental Leave: 8 weeks 100% paid by AvidXchange**
• Eldercare Leave: 8 weeks at 100% pay to care for a qualifying family member***
• Discounts on Pet, Home, and Auto insurance
• Onsite gym fitness center, yoga studio, and basketball court
• Gym reimbursements for remote teammates up to $28/month
• Tuition Reimbursement up to the federal maximum of $5,250***
• Hybrid Workplace Flexibility
• Free parking

*Fully granted from beginning of year, pro-rated if hired mid-year

**Must be full-time for at least 3 months

***Must be full-time for at least one year

AvidXchange is an equal opportunity employer. AvidXchange is committed to equal employment opportunity in accordance with applicable federal, state, and local laws. AvidXchange will not discriminate against applicants for employment on any legally recognized basis. This includes, but is not limited to veteran status, race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age and physical or mental disability.

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